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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-17-2019
- Office Locations
- 9
Office Locations
About Americana Partners, LLC
Americana Partners provides financial planning and investment management for a select group of individuals and families, with a family-office level service model. The team emphasizes capital preservation while incorporating alternative investment strategies, and leverages a broad network to connect clients to opportunities and each other. Platform support includes Dynasty Financial Partners and Schwab Advisor Services.
Reported data analysis
What the numbers show
Between December 16, 2025 and April 29, 2026, reported AUM increased 49.6%, from $6.1B to $9.1B.
Across 5 reported observations, AUM increased 250.5% between November 25, 2022 and April 29, 2026, from $2.6B to $9.1B.
Of the latest reported AUM, 76.7% is discretionary and 23.3% is non-discretionary.
The firm reports 34 advisory representatives and 1,818 clients, or 53.5 clients per representative. That equates to $5.0M in reported AUM per client.
The profile lists 9 reported office locations and 7 years in operation. The source data was last updated on April 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JASON LAWRENCE FERTITTA
Chief Executive Officer, FOUNDING PARTNER, Managing Director
- CRD
- #4460865
- Ownership
- Less than 5%
MELISSA CHRISTINE GILES
Chief Platform Officer
- CRD
- #5388781
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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JAVIER IGNACIO ALTIMARI
Partner
- CRD
- #5996292
JORGE LUIS AMBRIZ
--
- CRD
- #5599844
Showing 2 of 53 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,980,506,076 | $1,747,311 |
| Non-Discretionary | $2,121,183,057 | $708,005 |
| Total | $9,101,689,133 | $1,301,915 |
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Separately Managed Accounts
SMA allocation detail is available
Americana Partners, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Americana Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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